Project Structure Header Template

You can use a Project structure template header to seamlessly integrate with InEight Platform master data. The project structure configured in Platform is shown in the header template. This ensures data consistency and provides a single source for InEight Platform data.

To do this, enable the Project Structure toggle in Project settings. This will enable the Go to Header Templates link to access the Headers page. For more information, see Project structure under Project level settings.

In the Headers page, you can oversee and manage Project Structure Headers for projects.

Under Organization, you can view the list of projects that have the Project Structure processes enabled. Select a project to view the associated template headers.You can click a project structure header to open and manage it.

To use a Project structure header in a template, you must associate it to the template. Click Manage associations to associate the template. For more information, see Manage associations.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

To integrate Project Structure header with Platform, all Project Structure values and definitions for your project must first be made in InEight Platform.

Steps

To navigate to Project settings, see steps to navigate to project level settings in Settings overview, and then click the Project settings tab. Click the Go to Header Templates link.